This high-level template will help you outline your annual marketing strategy, identify your most important initiatives, and track the right metrics all year long. Tell us a little about your marketing goals and you’ll receive a 12-month plan in less than 10 minutes.

You smart planner, you. We're so excited to help you create a marketing plan that will drive big results!

Let's start by getting acquainted. What's your name?

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Awesome. It's great to meet you!

We'll be diving into some questions about your company, what you do there, and what your team's goals are for this year. These questions will help us customize your plan to fit your company's exact needs. If you're not 100% sure how to answer a question, that's okay. Just put in a quick answer for now — you can always go back in and edit your answers later.

Where do you work?

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Very cool! How many employees work at your company?

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Does your company sell any marketing services? Such as:

Web design

Online marketing

Branding

Social media marketing

SEO/SEM

Advertising agency services

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A written mission helps align your team around common goals. Patagonia's mission is to "build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis."

What's your company's mission?

Just add a few words outlining your direction. You can always change this answer later.

Sounds like a great place to be. What exactly do you do at your company?

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74% of marketers say that converting leads into customers is their company's top priority over the next 12 months.

State of Inbound 2016

What's your team's main focus this year?

What key objectives do you want to achieve? Remember: You can always come back and change this answer later.

Select up to 3 initiatives your team should prioritize this year to help carry out that focus:

(Select initiatives)

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Build Brand Awareness

Close Deals

Create a High-Quality Pipeline

Create Content

Create Paid Advertisement Program

Decrease Churn

Decrease Customer Acquisition Cost

Define or Update Personas

Differentiate Brand From Competitors

Diversify Promotion Efforts

Grow Event Attendance

Grow International Brand

Grow Paid Users

Grow Revenue

Grow Social Media Reach

Improve Customer NPS

Improve Lead Quality

Improve Sales Rep Productivity

Increase Clickthrough Rate

Increase Conversion Rate

Increase Leads

Increase Product Adoption

Increase Traffic

Introduce New Product/Service

Optimize Sales Cycle

Recruit Top Talent

Scale Company Culture

Shorten Sales Cycle

Unify Products/Services

What are your goals for these initiatives?

Example: Grow lead generation by 1,000 leads per month

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Which initiatives would you consider for a future year?

Now that you have your top priorities in place, it’s time to select 1-3 initiatives that, while valuable, will only distract you from achieving this year’s goals. These could be considered later on, but for now, you don’t have the resources in place to focus on them.

(Select omissions)

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Build Brand Awareness

Close Deals

Create a High-Quality Pipeline

Create Content

Create Paid Advertisement Program

Decrease Churn

Decrease Customer Acquisition Cost

Define or Update Personas

Differentiate Brand From Competitors

Diversify Promotion Efforts

Grow Event Attendance

Grow International Brand

Grow Paid Users

Grow Revenue

Grow Social Media Reach

Improve Customer NPS

Improve Lead Quality

Improve Sales Rep Productivity

Increase Clickthrough Rate

Increase Conversion Rate

Increase Leads

Increase Product Adoption

Increase Traffic

Introduce New Product/Service

Optimize Sales Cycle

Recruit Top Talent

Scale Company Culture

Shorten Sales Cycle

Unify Products/Services

Well, would you look at that! You're almost finished. That wasn't so hard, was it?

One final thing: How do we get in touch to discuss your goals for next year?

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